AI

C3.ai (NYSE:AI) primarily generates revenue by providing enterprise software that helps organizations develop and operate large-scale data applications using artificial intelligence. It recently expanded a collaboration with Shell and recorded a net income margin of negative 224% for the quarter ended April 30, 2026. BigBear.ai (NYSE:BBAI) earns revenue by providing technology consulting and data analysis services using AI for predictive modeling and decision support. While facing a securities fraud investigation from a law firm, it gained national security approval in the Netherlands to use its platform for airport security screening. It reported an EBIT margin of negative 67% for the quarter ended March 31, 2026. Tracking revenue helps investors measure a company's ability to generate baseline sales before accounting for expenses. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time. Data source: Company filings. Data as of July 10, 2026. For investors interested in exposure to the hot artificial intelligence sector, C3.ai and BigBear.ai are two stocks to consider. Both produce significant sales from the U.S. government. Examining their revenue trends is a fundamental starting point to seeing how well their respective AI solutions are gaining customer traction. As these trends reveal, both businesses are experiencing year-over-year sales declines in recent quarters. The reason behind this is different for each. BigBear.ai saw 2025 revenue drop to $127.7 million compared to $158.2 million in 2024 as a result of the Trump Administration’s budget cuts last year. The company may be turning a corner in 2026. BigBear.ai’s first-quarter revenue of $34.4 million was only a 1% year-over-year drop. It forecasted full-year 2026 revenue between $135 million and $165 million, indicating it expects to improve from last year’s dismal sales. C3.ai saw revenue fall after its CEO, Tom Siebel, had to step down due to health reasons. The company announced his return to the position when it reported results for its fiscal fourth quarter ended April 30. C3.ai did well under Siebel, as illustrated by its quarterly revenue growth trend between Q3 of 2024 to Q2 of 2025. Now that he is back running the company, the question remains whether sales will return to this previous performance. Investors may have...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how data infrastructure stocks fared in Q1, starting with C3.ai (NYSE:AI). Generating insights from system level data is an increasing priority for most businesses, but to do so requires connecting and analyzing piles of data stored and siloed in separate databases. This is the demand driver for cloud based data infrastructure software providers, who can more readily integrate, distribute and process information vs. legacy on-premise software providers. The 4 data infrastructure stocks we track reported a satisfactory Q1. As a group, revenues beat analysts’ consensus estimates by 1.7% while next quarter’s revenue guidance was in line. In light of this news, share prices of the companies have held steady as they are up 2% on average since the latest earnings results. Named after the three Cs of its original focus—carbon, cloud computing, and customer relationship management—C3.ai (NYSE:AI) provides enterprise AI software that helps organizations develop, deploy, and operate large-scale artificial intelligence applications across various industries. C3.ai reported revenues of $51.6 million, down 52.5% year on year. This print exceeded analysts’ expectations by 2.2%. Despite the top-line beat, it was still a mixed quarter for the company with an impressive beat of analysts’ EBITDA estimates but a significant miss of analysts’ billings estimates. C3.ai delivered the slowest revenue growth of the whole group. Interestingly, the stock is up 2.2% since reporting and currently trades at $10.95. Is now the time to buy C3.ai? Access our full analysis of the earnings results here, it’s free. Starting as a database company in 1977 and now powering mission-critical systems across the globe, Oracle (NYSE:ORCL) provides enterprise software and hardware products and services that help businesses manage their information technology needs. Oracle reported revenues of $19.18 billion, up 20.6% year on year, in line with analysts’ expectations. The business had a strong quarter with full-year guidance of accelerating revenue growth and a solid beat of analysts’ billings estimates. Oracle achieved the fastest revenue growth and highest full-year guidance raise among its peers. Although it had a fine quarter compared to its peers, the market seems unha...

C3.ai’s first quarter results were shaped by a steep year-over-year revenue decline, which management attributed primarily to underperformance in sales execution rather than product or market demand issues. CEO Thomas Siebel described recent sales as “unspeakably horrible” and “completely unacceptable,” citing a lack of discipline and focus in the go-to-market strategy. The company responded by overhauling its sales, product, and services organizations and initiating a significant cost-reduction effort, including a 35% workforce reduction. Siebel stated, “This is resulting in market multiples for the company that are candidly well earned,” reflecting management’s self-critical view of recent performance. Is now the time to buy AI? Find out in our full research report (it’s free). Revenue: $51.6 million vs analyst estimates of $50.5 million (52.5% year-on-year decline, 2.2% beat) Adjusted EPS: -$0.33 vs analyst estimates of -$0.37 (11.5% beat) Adjusted Operating Income: -$54.36 million vs analyst estimates of -$58.93 million (-105% margin, 7.8% beat) Revenue Guidance for Q2 CY2026 is $52 million at the midpoint, above analyst estimates of $51.16 million Operating Margin: -235%, down from -81.8% in the same quarter last year Billings: $48.03 million at quarter end, down 57.2% year on year Market Capitalization: $1.57 billion While we enjoy listening to the management’s commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Patrick Walravens (Citizens): asked what caused the dramatic revenue decline and if customer churn was a factor. CEO Thomas Siebel answered that sales execution was the main issue and disputed significant customer loss, saying, “I think it really is sales execution.” Roddy Sultan (UBS): inquired about the ramp of federal contracts and the impact of restructuring on C3 AI Federal. Siebel admitted he was not aware of the latest details but would follow up, signaling some disconnect with federal operations. Roddy Sultan (UBS): also pressed for details on revenue mix between professional services and demonstration licenses. CFO Hitesh Lath and Siebel said they could not provide specifics, citing ongoing changes in go-to-market strategy. Matt Calitri (Need...

C3.ai, Inc. AI reported a narrower-than-expected loss for the fourth quarter of fiscal 2026 (ended April 30, 2026), while revenues topped estimates. On a year-over-year basis, both metrics fell sharply.AI stock gained 3.6% during yesterday’s after-market trading session, following the earnings release.The quarterly performance reflected a sharp year-over-year decline in total revenues, caused by weaker contributions from both the subscription and professional services businesses. Operating results were also pressured by the cost structure relative to the reduced revenue base, even as the company worked to lower expenses.Despite these challenges, C3.ai continued to advance its customer deployment activity, including signing new initial production deployments and expanding its footprint across both federal and commercial customers. Management emphasized ongoing restructuring actions designed to improve operating efficiency, reduce cash burn and position the business to return to growth and sustained non-GAAP profitability. The company incurred an adjusted loss per share of 33 cents for the fourth quarter of fiscal 2026, narrower than the Zacks Consensus Estimate of a loss of 38 cents. The result represented an earnings surprise of 13.2%. In the year-ago quarter, it reported an adjusted loss per share of 16 cents. C3.ai, Inc. price-consensus-eps-surprise-chart | C3.ai, Inc. Quote Quarterly revenues came in at $51.6 million, down 52.5% year over year, but beat the consensus mark of $50 million by 3.2%. Management pointed to a broad restructuring and operating reset, while the company signed nine initial production deployments (IPDs) during the quarter. Subscription revenues were $48.4 million, down 44.6% from $87.3 million in the year-ago quarter. Professional services revenues fell 85% year over year to $3.2 million. Professional services revenues included prioritized engineering services and service fees, both of which declined from the prior-year period.Within services, prioritized engineering services (PES) represented a meaningful portion of professional services revenues. The company noted that subscription revenue plus PES combined represented nearly all quarterly revenues, underscoring management’s stated emphasis on software-led monetization. Adjusted gross profit in the fiscal fourth quarter declined year over year to $19.3 million from $75.2 million,...

C3.ai's (AI) fiscal 2027 guidance implies quarter-over-quarter revenue improvement through the year

C3.ai (NYSE:AI) has reported fiscal fourth quarter results that topped Wall Street expectations on both revenue and adjusted earnings, though the enterprise artificial intelligence software company issued full-year fiscal 2027 guidance that came in below analyst forecasts. For the quarter ended April 30, C3.ai posted revenue of $51.6 million, exceeding the consensus estimate of $50.13 million. The company reported an adjusted loss of $0.33 per share, compared with analysts' expectations for a loss of $0.38 per share. Subscription revenue totaled $48.4 million and represented 94% of total revenue, while subscription and prioritized engineering services revenue combined reached $50.5 million, accounting for 98% of total revenue. For the full fiscal year 2026, the company reported total revenue of $250.3 million, down 52.5% from the prior year, with subscription revenue of $227.1 million, or 91% of the total. Commenting on the company's recent performance, C3.ai CEO Thomas Siebel wrote, "The sales performance over recent quarters has been entirely unacceptable, to the point of surreal. We are here to fix it." “We have a well-defined strategy, a restructured organization, new executive leadership, and a detailed execution plan now in place with the singular focus of increasing shareholder value through topline revenue growth, cash generation, and non-GAAP profitability. Game on,” Siebel said. For the full fiscal year 2027, the company expects revenue of $210 million to $240 million, with a midpoint of $225 million, below the analyst consensus estimate of approximately $248.9 million. It also projected a non-GAAP operating loss of between $128 million and $160 million. Shares of C3.ai added 0.7% at about $11 post-earnings.

C3.ai's (AI) fiscal Q4 results are a "good step in the right direction," with restructuring savings

C3.ai (AI) turnaround remains uncertain as the company faced continued business deterioration in fis

C3.ai (AI) reported Wednesday fiscal Q4 adjusted loss of $0.33 per diluted share, compared with a lo

Interested in C3.ai, Inc.? Here are five stocks we like better. C3.ai reported Q4 revenue of $51.6 million and another heavy loss, with non-GAAP operating loss at $54.4 million and free cash flow at negative $54.8 million. CEO Tom Siebel blamed the weak results mainly on sales execution, not product quality or customer demand. The company is undergoing a major turnaround and restructuring, including a roughly 35% workforce reduction to about 700 employees and a broad reorganization of sales, federal, product and services teams. Management says it has completed about $130 million of planned savings and remains on track for roughly $135 million in annual savings. C3.ai guided for fiscal Q1 2027 revenue of $50 million to $54 million and full-year revenue of $210 million to $240 million, while still expecting sizeable operating losses. The company ended the quarter with a strong cash position of $575.4 million in cash and securities, rising to $673 million after Siebel’s stock purchase. C3.ai's Options Anomaly: A Squeeze in the Making? C3.ai (NYSE:AI) reported fiscal fourth-quarter revenue of $51.6 million and outlined an accelerated restructuring plan that founder, Chairman and Chief Executive Officer Tom Siebel described as a companywide turnaround effort aimed at restoring revenue growth, cash generation and non-GAAP profitability. On the company’s earnings call for the fourth quarter and full fiscal year 2026, which ended April 30, Siebel said C3.ai has reorganized “top to bottom,” including changes to its sales, federal, product and services organizations. He characterized recent company performance as “staggeringly disappointing” and said the central task is to “change everything about the way we manage this business.” → Palantir’s Drone Tailwind Puts Its Defense AI Story Back in Focus for Investors Is C3.ai Stock Ready to Burn the Bears? “The opportunity to increase shareholder value at C3.ai is enormous, and that is exactly what we’re going to do,” Siebel said. He added that the company would not rely on “idle promises,” saying management is focused on delivering results through execution. Chief Financial Officer Hitesh Lath said total revenue in the quarter was $51.6 million. Subscription revenue was $48.4 million, representing 94% of total revenue, while professional services revenue was $3.2 million, or 6% of total revenue. Of that professional servic...

Thomas M. Siebel Resumes Role of Chief Executive Officer REDWOOD CITY, Calif., June 03, 2026--(BUSINESS WIRE)--C3.ai, Inc. ("C3 AI," "C3," or the "Company") (NYSE: AI), the Enterprise AI application software company, today announced financial results for its fiscal fourth quarter and full fiscal year ended April 30, 2026. "We have a well-defined strategy, a restructured organization, new executive leadership, and a detailed execution plan now in place with the singular focus of increasing shareholder value through topline revenue growth, cash generation, and non-GAAP profitability. Game on," said Thomas M. Siebel, Chairman and Chief Executive Officer, C3 AI. Fiscal Fourth Quarter 2026 Financial Highlights: Total Revenue was $51.6 million. Subscription Revenue was $48.4 million. Subscription revenue constituted 94% of total revenue. Subscription and Prioritized Engineering Services Revenue Combined was $50.5 million, constituting 98% of total revenue. GAAP gross profit was $11.3 million, representing a 22% gross margin. Non-GAAP gross profit was $19.3 million, representing a 37% non-GAAP gross margin. GAAP net loss per share was $(0.79). Non-GAAP net loss per share was $(0.33). Cash, cash equivalents, and marketable securities was $575.4 million. Full Fiscal Year 2026 Financial Highlights: Total Revenue was $250.3 million. Subscription Revenue was $227.1 million. Subscription revenue constituted 91% of total revenue. Subscription and Prioritized Engineering Services Revenue Combined was $245.1 million, constituting 98% of total revenue. Gross Profit: GAAP gross profit was $77.4 million, representing 31% gross margin. Non-GAAP gross profit was $116.2 million, representing a 46% non-GAAP gross margin. Net Loss per Share: GAAP net loss per share was $(3.35). Non-GAAP net loss per share was $(1.35). "The sales performance over recent quarters has been entirely unacceptable, to the point of surreal," Siebel continued. "We are here to fix it." Cash Balance The Company also announced that its cash, cash equivalents, and marketable securities balance as of June 3, 2026 was $673 million. This includes the proceeds from Mr. Siebel’s purchase of 6.17 million shares of C3 AI stock at a price of $11.16 per share. Financial Outlook: The Company’s guidance includes GAAP and non-GAAP financial measures. The following table summarizes C3 AI’s guidance for the first quarter of...

Image source: The Motley Fool. Wednesday, June 3, 2026 at 5 p.m. ET Chairman and Chief Executive Officer — Thomas M. Siebel President — Stephen Ehikian Chief Financial Officer — Hitesh Lath Head of Investor Relations — Amit Berry Need a quote from a Motley Fool analyst? Email [email protected] Amit Berry: Good afternoon. And welcome to C3AI's Earnings Call for the Fourth Quarter and Full Fiscal Year 26. Which ended on April 30, 2026. My name is Amit Berry, and I lead Investor Relations at C3AI. With me on the call today are Tom Siebel, Chairman and Chief Executive Officer Stephen Ehikian, President and Hitesh Lath, Chief Financial Officer. After the market closed today, we issued a press release with details regarding our fourth quarter results. Which can be accessed through the Investor Relations section on our website. At ir.c3.ai. This call is being webcast and a replay will be available on our IR website following the conclusion of the call. During today's call, we will make statements related to our business that may be considered forward looking under federal securities laws. These statements reflect our views only as of today and should not be considered of our views as of any subsequent date. We disclaim any obligation to update any forward looking statements or outlook. These statements are subject to a variety of risks and uncertainties that could cause actual results to differ materially from expectations. For a further discussion of the material risks and other important factors that could affect our actual results, please refer to our filings with the SEC. All figures will be discussed on a non GAAP basis unless otherwise noted. Also during today's call, we will refer to certain non GAAP financial measures. A reconciliation of GAAP to non GAAP financial measures to the extent reasonably available is included in our press release. Finally, at times in our prepared remarks, in response to your questions, we may discuss metrics that are incremental to our usual presentation to give greater insight into the dynamics of our business, or our quarterly results. Please be advised that we may or may not continue to provide this additional detail in the future. And with that, let me turn the call over to Tom. Good afternoon, everybody. Thomas Siebel: This is Tom. And just when you thought it was safe, I am back. We have an enormous opportunity before us. And th...